See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,389 | $150,440+164.8% | $136,294+192.3% | $147,584+169.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.85% | 1049.08%-1037.2pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $10,150 | $5,256+93.1% | $4,695+116.2% | $4,876+108.1% |
| Participant deferral / active EE | $19,177 | $6,630+189.2% | $6,247+207.0% | $5,439+252.6% |
| Admin fee / account holder | $1,483 | $10,905-86.4% | $9,243-84.0% | $10,885-86.4% |